TRUE Private Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,029
| Closed | -$180K | – | 693 |
|
|
2020
Q4 | $180K | Hold |
1,029
| – | – | 0.03% | 205 |
|
|
2020
Q3 | $160K | Hold |
1,029
| – | – | 0.03% | 204 |
|
|
2020
Q2 | $147K | Hold |
1,029
| – | – | 0.03% | 199 |
|
|
2020
Q1 | $121K | Buy |
1,029
+753
| +273% | +$88.5K | 0.03% | 185 |
|
|
2019
Q4 | $40K | Buy |
+276
| New | +$40K | 0.01% | 396 |
|
|
2019
Q3 | – | Sell |
-16
| Closed | -$2K | – | 704 |
|
|
2019
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 734 |
|
|
2018
Q4 | – | Sell |
-16
| Closed | -$2.15K | – | 896 |
|
|
2018
Q3 | $2.15K | Buy |
+16
| New | +$2.15K | ﹤0.01% | 1016 |
|